Reputation: 458
I have as input a "Fiscal Year end", which determines the quarter ends of a company. Say:
today() is 3-April-2015
Company fiscal year ends: Oct-14
then I should get the latest quarter end : Jan-15
i.e the latest quarter end from the company fiscal year end till today's date.
With:
FiscalEnd=12/02/2014
Today() (a3) =04/03/2015
I have tried:
=TEXT(EOMONTH(Fiscal_Year_EndQ,MOD(-MONTH(A3),3)-3),"mmm-yy")
and am getting Nov-14
.
Example:
Fiscal Year ends at: 31-Oct-2014
Today's date: 4 April 2015
List of QUARTER
aug-oct 2014
nov-jan 2015
feb-april 2015
So here I should get Jan-15
as last fiscal quarter end.
Upvotes: 0
Views: 198
Reputation: 59450
I think:
=EOMONTH(A1,-MOD(MONTH(A1)-2,3)-1)
formatted as mmm-yy
may serve.
Upvotes: 1
Reputation: 96753
The standard formula to give quarters is:
=CHOOSE(CEILING(MONTH(A1)/3,1),"Q1","Q2","Q3","Q4")
where A1 contains the date in question. But your fiscal year starts on October 15th. So this formula must be offset by the difference between January 1st and October 15th:
=CHOOSE(CEILING(MONTH(A1-288)/3,1),"Q1","Q2","Q3","Q4")
EDIT#1:
In A2 enter today's date. In B2 enter:
=CHOOSE(CEILING(MONTH(A2-305)/3,1),1,2,3,4)
In C2 enter:
=IF(B2-1=0,4,B2-1)
In D2 enter:
=CHOOSE(C2,"Jan","Apr","Jul","Oct")
For example:
Upvotes: 0